Can I restrict access to trust financial reports to beneficiaries only?
As an estate planning attorney in San Diego, I often encounter questions about beneficiary access to trust information, and the …
Point Loma Estate Planning Law
Can the trust pay for executive coaching for business-minded heirs?
As an estate planning attorney in San Diego, I frequently encounter questions about the permissible uses of trust funds, and …
Can a CRT be designed to automatically dissolve under certain regulatory conditions?
Community Property Trusts (CRTs) are powerful estate planning tools in California, allowing married couples to manage and control their assets …
Can a special needs trust invest in the stock market?
Yes, a special needs trust (SNT) absolutely can, and often should, invest in the stock market, but with careful consideration …
Can I use a CRT to make charitable giving anonymous?
A Charitable Remainder Trust (CRT) offers a sophisticated method of charitable giving that *can* provide a degree of anonymity, though …
Can I include renewable energy transition plans for trust-owned property?
The question of incorporating renewable energy transition plans within the management of trust-owned property is becoming increasingly prevalent. As beneficiaries …
Can I include protection against economic downturns in the trust terms?
The question of insulating a trust from economic volatility is a common one, especially in the current climate where market …
Can I include philanthropy goals in the trust structure?
The question of incorporating philanthropic desires into a trust structure is a remarkably common one, especially among individuals in San …
Can I include NFT royalties as part of a trust’s income stream?
The question of incorporating Non-Fungible Token (NFT) royalties into a trust’s income stream is a relatively new one, demanding careful …
Can I include mediation insurance coverage for disputes?
The question of whether you can include mediation insurance coverage for trust disputes is increasingly relevant, as proactive estate planning …